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Good news! We have received formal IRS approval of our new 403(b)
prototype plan document. Previously, 403(b) plans had not been reviewed or
approved by the IRS. Now our 403(b) prototype plan is approved for tax-exempt
organizations. The new 403(b) prototype plan is in addition to our 401(k) and
profit sharing prototype plan documents. We are currently awaiting IRS approval
of a defined benefit pension prototype plan document. We provide prototype
plans as a convenience to our clients and to assure them that the plan is
always updated. Employers can change recordkeepers without changing the plan
document which sometimes causes mistakes. We are very excited to be able to
restate 403(b) plans on our prototype plan with advance assurance from the IRS.
Please let us know if you have any questions or interest in utilizing our
prototype plans.

The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance.

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